Senior IFA Administrator

IDEX Consulting; City of Edinburgh; On-site; GBP 28,000 - 40,000; Full time

Job summary

IDEX Consulting in Edinburgh is seeking a diligent Financial Planning Assistant to work alongside a Financial Adviser, taking responsibility for research, preparation and implementation of advice, including cash-flow and retirement forecasts and ongoing review of client affairs.

You will stay up to date with technical and regulatory issues, and undertake due diligence, whilst being actively involved in the Investment Committee and portfolio construction.

Qualifications

• Experience in an IFA or Financial Planning environment.
• Strong understanding of the Financial Planning process.
• Working towards or holding a Level 4 Diploma in Financial Planning (preferred).
• Excellent knowledge of pensions, investments, protection, and trusts.
• Confident using provider platforms and online systems.
• Proficient with MS Word, Excel, and Outlook.
• Experience with Intelligent Office or CashCalc (desirable).

Responsibilities

• Prepare research, comparisons, and technical investment/pension calculations
• Produce and present cash-flow modelling scenarios for client meetings
• Process new business applications, fund switches, withdrawals, and surrenders
• Draft suitability reports and client correspondence in line with compliance standards
• Prepare review meeting documentation, valuations, and performance reports
• Maintain accurate and up-to-date client data on Intelligent Office
• Support the Financial Adviser in delivering high-quality financial advice
• Undertake training with and provide support to the admin team
• Work collaboratively with the Office Manager to ensure smooth daily operations
• Respond to client, adviser, and provider queries in a professional and timely manner

Skills

Financial planning process

Pensions

Investments

Protection & trusts

Provider platforms

MS Word & Excel & Outlook

Education

Level 4 Diploma in Financial Planning

Tools

Intelligent Office

CashCalc

MS Office Suite

Job description

About the role:

To work alongside and support the Financial Adviser taking responsibility for research, preparation and implementation of advice and recommendations, including cash-flow and retirement forecasts and ongoing review of client affairs. To keep up to date with technical and regulatory issues and undertake necessary due diligence, whilst being actively involved in the company's Investment Committee and Portfolio construction.

Key Responsibilities

• Prepare research, comparisons, and technical investment/pension calculations
• Produce and present cash-flow modelling scenarios for client meetings
• Process new business applications, fund switches, withdrawals, and surrenders
• Draft suitability reports and client correspondence in line with compliance standards
• Prepare review meeting documentation, valuations, and performance reports
• Maintain accurate and up-to-date client data on Intelligent Office
• Support the Financial Adviser in delivering high-quality financial advice
• Undertake training with and provide support to the admin team
• Work collaboratively with the Office Manager to ensure smooth daily operations
• Respond to client, adviser, and provider queries in a professional and timely manner

The successful candidate will have:

• Experience in an IFA or Financial Planning environment
• Strong understanding of the Financial Planning process
• Working towards or holding a Level 4 Diploma in Financial Planning (preferred)
• Excellent knowledge of pensions, investments, protection, and trusts
• Confident using provider platforms and online systems
• Proficient with MS Word, Excel, and Outlook
• Experience with Intelligent Office or CashCalc (desirable)

Salary:

• Competitive salary and benefits package

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.